Fidelity Investments’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Fidelity Investments’s Portfolio VTEC Stock Details VTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$366K	Sell	3,887 -845	-18%	-$82.9K	﹤0.01%	3443
2026 Q2	$476K	Sell	4,732 -961	-17%	-$95.9K	﹤0.01%	3303
2026 Q1	$564K	Buy	5,693 +2,250	+65%	+$226K	﹤0.01%	3082
2025 Q4	$345K	Buy	+3,443	New	+$345K	﹤0.01%	3219
2024 Q4	–	Sell	-1	Closed	-$101	–	5844
2024 Q3	$101	Buy	+1	New	+$100	﹤0.01%	5095

Other funds holding VTEC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Fidelity Investments's VTEC Position: Q3 2026 in Review

Fidelity Investments reduced its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 18% in Q3 2026, selling an estimated $82.9K and leaving 3,887 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #3443.

Fidelity Investments first reported a position in VTEC in Q3 2024 and has held it in 5 quarters since. The position peaked at $564K in Q1 2026. 145 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

Fidelity Investments held 3,887 shares of Vanguard California Tax-Exempt Bond ETF worth $366K as of Q3 2026.
Fidelity Investments sold 845 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $82.9K.
Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q3 2026, its #3443 holding.
Fidelity Investments first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 5 quarters since.
Fidelity Investments's Vanguard California Tax-Exempt Bond ETF position peaked at $564K in Q1 2026.
145 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.